Waverly Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $814K | Sell |
11,302
-10,847
| -49% | -$781K | 0.01% | 668 |
|
2025
Q1 | $1.21M | Buy |
22,149
+9,993
| +82% | +$547K | 0.01% | 569 |
|
2024
Q4 | $1.43M | Buy |
12,156
+7,605
| +167% | +$894K | 0.02% | 446 |
|
2024
Q3 | $499K | Sell |
4,551
-20
| -0.4% | -$2.19K | 0.01% | 583 |
|
2024
Q2 | $446K | Buy |
+4,571
| New | +$446K | 0.01% | 601 |
|